LWA
Lenox Wealth Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3
| Closed | -$2K | – | 910 |
|
|
2021
Q4 | $2K | Sell |
3
-23
| -88% | -$15.3K | ﹤0.01% | 740 |
|
|
2021
Q3 | $16K | Sell |
26
-51
| -66% | -$31.4K | ﹤0.01% | 397 |
|
|
2021
Q2 | $41K | Buy |
77
+51
| +196% | +$27.2K | 0.01% | 254 |
|
|
2021
Q1 | $11K | Hold |
26
| – | – | ﹤0.01% | 400 |
|
|
2020
Q4 | $12K | Hold |
26
| – | – | ﹤0.01% | 397 |
|
|
2020
Q3 | $9K | Hold |
26
| – | – | ﹤0.01% | 387 |
|
|
2020
Q2 | $9K | Sell |
26
-49
| -65% | -$17K | ﹤0.01% | 391 |
|
|
2020
Q1 | $22K | Buy |
75
+49
| +188% | +$14.4K | ﹤0.01% | 246 |
|
|
2019
Q4 | $7K | Hold |
26
| – | – | ﹤0.01% | 449 |
|
|
2019
Q3 | $6K | Hold |
26
| – | – | ﹤0.01% | 394 |
|
|
2019
Q2 | $6K | Sell |
26
-57
| -69% | -$13.2K | ﹤0.01% | 310 |
|
|
2019
Q1 | $17K | Buy |
83
+57
| +219% | +$11.7K | ﹤0.01% | 223 |
|
|
2018
Q4 | $4K | Hold |
26
| – | – | ﹤0.01% | 303 |
|
|
2018
Q3 | $5K | Sell |
26
-113
| -81% | -$21.7K | ﹤0.01% | 311 |
|
|
2018
Q2 | $23K | Buy |
139
+113
| +435% | +$18.7K | 0.01% | 234 |
|
|
2018
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 436 |
|
|
2017
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 291 |
|